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Intercontinental Exchange
ICE

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
776
Triangle Securities Wealth Management
North Carolina
$1.17M -$672 -5 -0.1%
FCP
777
Fidelis Capital Partners
Florida
$1.17M -$148K -1,100 -12%
S
778
SignatureFD
Georgia
$1.17M +$50.4K +375 +5%
ILI
779
Invesco LLC (Illinois)
Illinois
$1.17M +$92.3K +687 +9%
MWM
780
MGB Wealth Management
Texas
$1.17M +$34.9K +260 +3%
PA
781
Procyon Advisors
Connecticut
$1.17M -$869K -6,471 -43%
PS
782
Principal Securities
Iowa
$1.17M +$107K +795 +10%
TCM
783
Twin Capital Management
Pennsylvania
$1.16M – – –
LWAM
784
Legacy Wealth Asset Management
Minnesota
$1.16M +$26.2K +195 +2%
PA
785
Profund Advisors
Maryland
$1.14M -$24.1K -179 -2%
BC
786
Bowman & Company
Wisconsin
$1.14M +$97.7K +727 +10%
PAI
787
Pittenger & Anderson Inc
Nebraska
$1.14M – – –
9WM
788
9258 Wealth Management
Ohio
$1.13M +$58.9K +438 +6%
MIM
789
Morningstar Investment Management
Illinois
$1.12M – – –
PDL
790
Portfolio Design Labs
California
$1.12M -$68.3K -508 -6%
PG
791
Proffitt & Goodson
Tennessee
$1.11M +$8.87K +66 +0.8%
IAA
792
Independent Advisor Alliance
North Carolina
$1.11M +$69.2K +515 +7%
JSC
793
Jackson Square Capital
California
$1.11M -$53.1K -395 -5%
NBT
794
Northwest Bank & Trust
Iowa
$1.11M -$157K -1,169 -13%
BC
795
Belmont Capital
California
$1.1M +$1.08M +8,071 New
NP
796
NorthRock Partners
Minnesota
$1.1M +$79.9K +595 +8%
SC
797
Savant Capital
Illinois
$1.1M +$40.6K +302 +4%
CWM
798
Chemistry Wealth Management
New York
$1.09M +$25.4K +189 +2%
BAM
799
Belpointe Asset Management
Nevada
$1.09M +$11K +82 +1%
VSQM
800
V-Square Quantitative Management
Illinois
$1.09M -$6.05K -45 -0.6%
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